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Linn Co, LLC Message Board

b1g_brothr 52 posts  |  Last Activity: Aug 7, 2015 5:10 PM Member since: Jan 28, 1999
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  • b1g_brothr b1g_brothr Jun 1, 2015 10:39 AM Flag

    I'm long LCI, but if you want to get a lot of abuse heaped on you simply question the greatness of this stock. This board is for pumpers only, which is unfortunate since you can't discuss the company.

    It's a lot like Global Warming. If you don't believe in it you are labeled a Denier.

  • Bill Clinton’s foundation set up a fundraising arm in Sweden that collected $26 million in donations at the same time that country was lobbying Hillary Rodham Clinton’s State Department to forgo sanctions that threatened its thriving business with Iran, according to interviews and documents obtained by The Washington Times.

    The Swedish entity, called the William J. Clinton Foundation Insamlingsstiftelse, was never disclosed to or cleared by State Department ethics officials, even though one of its largest sources of donations was a Swedish government-sanctioned lottery.

    As the money flowed to the foundation from Sweden, Mrs. Clinton’s team in Washington declined to blacklist any Swedish firms despite warnings from career officials at the U.S. Embassy in Stockholm that Sweden was growing its economic ties with Iran and potentially undercutting Western efforts to end Tehran’s rogue nuclear program, diplomatic cables show.

    “Sweden does not support implementing tighter financial sanctions on Iran” and believes “more stringent financial standards could hurt Swedish exports,” one such cable from 2009 alerted Mrs. Clinton’s office in Washington.

    Separately, U.S. intelligence was reporting that Sweden’s second-largest employer, telecommunications giant Ericsson AB, was pitching cellphone tracking technology to Iran that could be used by the country’s security services, officials told The Times.

    By the time Mrs. Clinton left office in 2013, the Clinton Foundation In had collected millions of dollars inside Sweden for his "global charitable efforts" and Mr. Clinton personally pocketed a record $750,000 speech fee from Ericsson, one of the firms at the center of the sanctions debate.

  • Notes from Tech Conference:
    1,000,000,000 filters to be shipped in 2015.
    Higher performance GPS drives increased adoption of SWKS products.
    Not seeing "cheaper is better", customers want higher performance
    Expansion in integrated systems and mobile analog.
    Moving beyond mobile: automotive, industrial markets, home automation, internet of things.
    Set top TV boxes will have $7 to $10 of SWKS chips in 2016
    Wearable computer market growing
    EPS expected to hit $7 in midterm

  • Notes from Tech Conference:
    1,000,000,000 filters to be shipped in 2015.
    Higher performance GPS drives increased adoption of SWKS products.
    Not seeing "cheaper is better", customers want higher performance
    Expansion in integrated systems and mobile analog.
    Moving beyond mobile: automotive, industrial markets, home automation, internet of things.
    Set top TV boxes will have $7 to $10 of SWKS chips in 2016
    Wearable computer market growing
    EPS expected to hit $7 in midterm Less

  • Reply to

    Anyone know why SWKS is hit hard today?

    by vicme007 Jun 3, 2015 3:33 PM
    b1g_brothr b1g_brothr Jun 3, 2015 3:56 PM Flag

    They gave a presentation at a big Tech Conference today. I listened to the presentation, I didn't hear anything but good news. Probably just some profit taking.

  • Brean Capital‘s Mike Burton attended and has positive things to say about mobile chip names such as Avago Technologies (AVGO), Qorvo (QRVO), Skyworks Solutions (SWKS) and Silicon Motion (SIMO):

    This week we are at Computex Taipei and have had meetings with companies throughout the technology supply chain. We come away more convinced that Mobile semis (the RF names in particular) are set up for a very strong 2H and 2016, and believe that PCs may be looking at a stronger-than-seasonal 2H on the back of pent-up demand and low inventories. We are increasingly confident in the RF space (AVGO $144.16, Buy; QRVO $80.86, Buy; & SWKS $108.12, Buy), as the commentary in mobile, was upbeat with a significant upswing occurring in Chinese smartphones (and for 2 important platforms for QRVO in particular). In addition, SIMO ($34.90, Buy) not only had another announced win at Micron (this time for TLC), but commentary we picked up about SSD adoption sounded very good.

  • Reply to

    OT: The Clinton - Iran Connection

    by b1g_brothr Jun 2, 2015 8:20 PM
    b1g_brothr b1g_brothr Jun 4, 2015 1:14 PM Flag

    You mean "too smart" not "to smart".
    And yes, I am.
    The next President determines energy policy for the next 4-8 yrs.

  • If only someone had a cure!!! Oh, wait...

    In a study last month, the Centers for Disease Control and Prevention found that hepatitis C cases across four Appalachian states — Kentucky, Tennessee, West Virginia and Virginia — more than tripled between 2006 and 2012. Kentucky leads the nation in the rate of acute hepatitis C, with 4.1 cases for every 100,000 residents, more than six times the national average, according to the CDC.
    Havens has tracked 503 drug users since 2008. Now 70 percent of them have hepatitis C.
    "There's a sense of inevitability about it. Some say, 'I'm surprised it took me this long,'" she said, astonished by the indifference to a disease that destroys the liver, often leading to cancer or cirrhosis, and is the leading cause of liver transplants.

    With the threat bearing down on Appalachia, local governments are scrambling to figure out how to stop it, whether through needle exchange programs, drug treatment or jail.
    Hepatitis C once was an urban problem that mostly afflicted minorities, said Dr. John Ward, director of the CDC's Division of Viral Hepatitis. The recent outbreak is centered in rural areas among young, white drug users.

  • American Airlines Group Inc Chief Executive Doug Parker voiced concern on Sunday about the risk that capacity growth among airlines could depress profits, but told Reuters that in contrast with past cycles, the rise in capacity "feels different."
    Asked about investor concerns that capacity increases at U.S. airlines are starting to exceed growth in demand, Parker said, "the real question is, is this a one-time catch up for fuel prices being lower or is this airlines behaving like airlines used to and just increasing capacity because times are good.
    "I don't know if we know the answer to that yet," Parker said on the sidelines of an International Air Transport Association (IATA) global airlines conference in Miami.
    U.S. airlines have posted billion-dollar profits in the past year as fuel costs fell. Industry consolidation has also reduced the forces that caused past capacity growth and price wars.
    The issue has flared up recently however, after American vowed to stand its ground as rival Southwest Airlines Co increases capacity in Dallas.
    The comments sparked selling of U.S. airline stocks on fears that the two will begin discounting fares to compete in Dallas. The Texas city is a hub for both airlines, though they are based at different airports there.

  • Facing resistance from its Pacific trading partners, the Obama administration is no longer demanding protection for pharmaceutical prices under the 12-nation Trans-Pacific Partnership, according to a newly leaked “transparency” annex of the proposed trade accord.

    But American negotiators are still pressing participating governments to open up the process that sets reimbursement rates for drugs and medical devices. Public health professionals, generic drugmakers and activists opposed to the trade deal, which is still being negotiated, contend that it will empower big pharmaceutical firms to command higher reimbursement rates in the United States and abroad, at the expense of consumers.

  • If you're worried about Japan dumping LEU...
    Iran’s envoy to the International Atomic Energy Agency (IAEA) said that Iran would not commit to the transparency measures insisted on by the United States until they “see the final text,” Reuters reported today.

    The United States urged Iran to implement the so-called Additional Protocol, which allows more intrusive access to Iranian sites, and Code 3.1, which requires from Iran early notification of the construction of any new nuclear facilities.

    “These are the issues still under discussion and I believe we should wait to see the final text… and before that, we cannot prejudge anything,” [envoy] Reza Najafi told reporters.

    Code 3.1, Reuters reports, “requires from Iran early notification of the construction of any new nuclear facilities.” The Additional Protocol would allow inspectors access to suspected nuclear sites with as little as two hours notice, as well as the ability to take soil samples to detect past nuclear activity.

    Najafi also rejected cooperating with the IAEA on assessing the possible military dimensions (PMD) of Iran’s nuclear program. Iran claims that existing documentation on its PMD is forged.

    “We can discuss new practical measures provided that the inauthentic documents and information would be put aside,” Najafi said. The IAEA has said it carefully reviews information provided for its investigations and takes nothing at face value.

    Despite refusing to commit to essential conditions that would make Iran’s commitment to a nuclear agreement verifiable, Najafi believes that “reaching an agreement by the end of June is achievable,” referring to the June 30 deadline of the ongoing talks.

    Najafi’s comments potentially put Iran in conflict with the European Union, which insists that no deal can be reached with Iran unless it satisfactorily answers all outstanding questions about the PMD of its nuclear research.

  • b1g_brothr b1g_brothr Jun 12, 2015 4:24 PM Flag

    Blogger Richard Fernandez comment:
    The crazy thing is that everyone in America knows their aristocracy is bogus. A 60 Minutes/Vanity Fair poll showed that the federal government was America’s least trusted institution. “Thirty-eight percent of Americans chose the federal government as the most corrupt institution in American society followed by the news media 17 percent, banks and financial institutions 16 percent, the police 11 percent and organized religions 7 percent.” Yet every TV show and Hollywood movie would portray the reverse. In their narrative the problem with America is flyover country, a condition that can only be cured by the feds.

    The response to the Chinese hacking of goverment’s personnel database follows the typical pattern. What did the Chinese take? Nothing of importance. Like what happened at Benghazi? Nothing worth mentioning. As with the impact of losing Libya, Mosul, Ramadi, Yemen and Syria, nothing anyone should worry about. Deny, deny, minimize, spin. That’s all people who don’t fear reality, facts, actualities, God — whatever you want to call it — know how to do. In this respect even the most atheistic totalitarian is a comparative believer. Xi and Putin understand the necessity of deception and the danger of self-deception. They understand facts have consequences more than our elites.

    In the end anyone who wants to win must recognize, however dimly, that the world can’t be spun. That there’s always stuff that there’s no use denying.

  • AAVL down hard on disappointing but positive results

  • Reply to

    ONCE Reacting to AAVL Results in AH

    by b1g_brothr Jun 15, 2015 5:42 PM
    b1g_brothr b1g_brothr Jun 15, 2015 11:58 PM Flag

    AAVL presented positive phase 2 data on their gene therapy eye treatment. The drug was safe, but not as effective as had been hoped. ONCE is in a similar position, but we all hope their therapy is more efficacious.
    I think the 35% drop in AAVL was overdone since their drug passed phase 2, but Wall Street may differ. AAVL down 36%.

  • b1g_brothr by b1g_brothr Jun 16, 2015 6:12 PM Flag

    The host was being a bit of a jerk and kept asking "Are you buying more of your stock?"
    That being said, the CEO was sufficiently positive that we should get a pop. The drug trial was a success WRT safety. Other issues can be addressed in future trials, perhaps by varying dosage or modifying the treatment regimen.
    Depending on how this performs tomorrow, AAVL may be worth a shot just for the retracement potential.

  • If it did, QCOM's stock would soar and QCOM has a ton of cash on the books.

    I wonder what the takeover premium would be?

  • b1g_brothr by b1g_brothr Jun 17, 2015 8:05 AM Flag

    At the start of the trial, patients were given an injection of Lucentis. Some were injected with AVA-101 one week later, and all of the patients got a second Lucentis injection four weeks after the start of the trial. After that point, they only got injections when their physicians felt it was necessary. Those were called "rescue" injections.

    Avalanche Biotechnologies Inc. said nine of the 21 patients treated with AVA-101 had stable or improved vision with two rescue injections or fewer. That compares to one out of 11 patients in the Lucentis group.

    The company also said vision for patients treated with AVA-101 improved while the Lucentis patients' vision got worse over the course of the study.

    Analyst Tim Lugo of William Blair & Co. said the results were "mixed" overall, with the Lucentis-treated patients doing surprisingly well. He said it will take a while until another clinical trial makes things clearer. He downgraded Avalanche shares to "Market Perform" from "Outperform" and cut his price target to $24 per share from $53.

    Given that the outcome of NOT taking the drug is blindness, these results look pretty good to me! We may get more selling early on, but if AAVL can close positive today, I think we may see the $24 target quicker than expected.

  • b1g_brothr by b1g_brothr Jun 17, 2015 12:51 PM Flag

    Glancy, Prongay & Murray LLP Investigates Claims on Behalf of Avalanche Biotechnologies, Inc. Investors
    The Rosen Law Firm Announces Investigation of Securities Claims Against Avalanche Biotechnologies, Inc.
    Harwood Feffer LLP Announces Investigation of Avalanche Biotechnologies, Inc.

    I have no idea what the basis of a lawsuit would be, other then the stock price fell. Of course, fighting the lawsuits is an additional expense

    I day-traded AAVL a bit this morning, buying at 17.20 and selling at 18.20.

    There was a report of insider selling prior to the phase 2 results were released.
    I'm waiting to see where AAVL closes today, but we also have the Fed news and tomorrow Greece to deal with.

    It would be crazy to short at this price, the stock may rise simply because shorts will begin taking profits and covering.

  • Reply to

    Shorted 2000@16.10

    by bayareabaadshah Jun 18, 2015 1:28 PM
    b1g_brothr b1g_brothr Jun 18, 2015 1:31 PM Flag

    Why didn't you short at $40? It seems a bit risky now with a new analyst price target of $24.

  • Russia and Greece have signed a deal to build an extension of a prospective gas pipeline that would carry Russian gas to Europe through Turkey. Russia has promised Greece hundreds of millions of dollars in transit payments yearly if it agreed to build the pipeline. The deal comes as Greece is at an impasse in talks with its creditors for the additional loans it needs to avoid defaulting on debt payments.

    Europe has an even worse energy policy then the US has had for the past six years. They are shutting down nuke plants and coal plants and are becoming severely dependent on Russian natural gas and OPEC oil. They are building solar plants in countries where the sun rarely shines. Putin understands he can neutralize NATO if he can simply threaten to shut off their nat gas.

2.98+0.37(+14.18%)Aug 28 4:00 PMEDT